Nextpower Inc. $NXT Shares Bought by Robeco Institutional Asset Management B.V.

Robeco Institutional Asset Management B.V. grew its position in Nextpower Inc. (NASDAQ:NXT) by 5.8% in the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 147,253 shares of the company’s stock after acquiring an additional 8,056 shares during the period. Robeco Institutional Asset Management B.V. owned about 0.10% of Nextpower worth $10,895,000 at the end of the most recent quarter.

Other institutional investors have also recently modified their holdings of the company. Fifth Third Wealth Advisors LLC acquired a new position in Nextpower in the 3rd quarter worth about $268,000. Global Retirement Partners LLC raised its stake in shares of Nextpower by 42,633.3% during the 3rd quarter. Global Retirement Partners LLC now owns 1,282 shares of the company’s stock worth $95,000 after buying an additional 1,279 shares during the period. Retirement Guys Formula LLC purchased a new position in shares of Nextpower during the 3rd quarter valued at approximately $211,000. Lazard Freres Gestion S.A.S. grew its stake in Nextpower by 13.6% in the 3rd quarter. Lazard Freres Gestion S.A.S. now owns 10,850 shares of the company’s stock valued at $802,000 after acquiring an additional 1,300 shares during the period. Finally, Renaissance Capital LLC grew its stake in Nextpower by 25.6% in the 3rd quarter. Renaissance Capital LLC now owns 125,612 shares of the company’s stock valued at $9,294,000 after acquiring an additional 25,577 shares during the period. 67.41% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling at Nextpower

In related news, CEO Daniel S. Shugar sold 47,743 shares of Nextpower stock in a transaction on Monday, November 17th. The stock was sold at an average price of $91.28, for a total value of $4,357,981.04. Following the completion of the transaction, the chief executive officer directly owned 624,882 shares in the company, valued at approximately $57,039,228.96. This trade represents a 7.10% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CAO David P. Bennett sold 33,725 shares of the business’s stock in a transaction on Thursday, December 11th. The stock was sold at an average price of $88.08, for a total value of $2,970,498.00. Following the transaction, the chief accounting officer directly owned 130,967 shares of the company’s stock, valued at $11,535,573.36. The trade was a 20.48% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 91,468 shares of company stock valued at $8,246,979 in the last 90 days. Company insiders own 0.56% of the company’s stock.

Analyst Upgrades and Downgrades

Several research firms have issued reports on NXT. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Nextpower in a report on Monday, December 29th. Guggenheim set a $74.00 price target on shares of Nextpower in a research note on Wednesday, October 22nd. JPMorgan Chase & Co. boosted their price objective on Nextpower from $92.00 to $110.00 and gave the stock an “overweight” rating in a research note on Friday, October 24th. Barclays increased their target price on Nextpower from $92.00 to $105.00 and gave the company an “overweight” rating in a report on Monday, October 27th. Finally, BMO Capital Markets lifted their price target on Nextpower from $89.00 to $93.00 and gave the stock a “market perform” rating in a research note on Friday, October 24th. Two research analysts have rated the stock with a Strong Buy rating, sixteen have given a Buy rating and nine have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $98.43.

Nextpower Trading Up 2.2%

NXT opened at $91.17 on Friday. The stock’s 50-day moving average price is $91.75 and its 200 day moving average price is $77.49. Nextpower Inc. has a 12-month low of $36.06 and a 12-month high of $112.74. The firm has a market cap of $13.53 billion, a price-to-earnings ratio of 23.68, a PEG ratio of 3.10 and a beta of 2.38.

Nextpower (NASDAQ:NXT) last issued its quarterly earnings results on Thursday, October 23rd. The company reported $1.19 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.98 by $0.21. Nextpower had a net margin of 17.08% and a return on equity of 35.05%. The company had revenue of $905.27 million for the quarter, compared to analyst estimates of $839.53 million. Nextpower has set its FY 2026 guidance at 4.040-4.250 EPS. On average, research analysts forecast that Nextpower Inc. will post 3.29 earnings per share for the current year.

More Nextpower News

Here are the key news stories impacting Nextpower this week:

• Positive Sentiment: Northland Capmk upgraded NXT to a “Strong‑Buy” and raised multiple near‑term and FY2027 EPS forecasts (FY2027 raised notably to $3.73), signaling stronger expected earnings power and giving institutional validation to the name. Nextpower (NASDAQ:NXT) Upgraded at Northland Capmk
• Positive Sentiment: Northland also published updated quarterly/annual estimates (including a Q4 estimate and boosts to Q2/Q3 2027) that lift the near‑term earnings trajectory — an analyst-driven earnings re‑rating that tends to support higher multiples for growth names. Q4 Earnings Estimate for Nextpower Issued By Northland Capmk
• Positive Sentiment: Zacks highlights NXT’s strong history of earnings surprises and argues the company has the setup to beat estimates again, which reinforces short‑term upside risk to consensus EPS and supports investor confidence ahead of future reports. Why Nextracker (NXT) Could Beat Earnings Estimates Again
• Neutral Sentiment: A sector comparison piece weighs First Solar (FSLR) versus NXT for value investors — useful context for relative positioning but not an immediate catalyst. FSLR vs. NXT: Which Stock Is the Better Value Option?
• Neutral Sentiment: A Yahoo Finance piece asks whether investors should reassess NXT after a roughly 109% one‑year run, flagging valuation and mean‑reversion risk — a cautionary read that can temper exuberance but isn’t a direct operational update. Is It Time To Reassess Nextpower (NXT) After A 109% One Year Share Price Surge
• Negative Sentiment: Within the Northland note there are small downward tweaks — Northland trimmed FY2026 slightly and lowered its Q1‑2027 estimate — which introduces some near‑term forecast risk and suggests not all quarters are tracking higher. (Source: Northland estimates summarized by research outlets)

Nextpower Profile

Nextpower, formerly known as Nextracker, is traded on NASDAQ under the symbol NXT and is a leading provider of advanced solar tracking solutions for utility-scale and distributed energy projects. The company specializes in the design, engineering and manufacturing of single-axis tracker systems that optimize the capture of solar energy by following the sun’s trajectory throughout the day. Nextpower’s core hardware offerings aim to enhance energy yield, reduce balance-of-system costs and simplify installation and maintenance for downstream solar developers and operators.

In addition to its tracker hardware, Nextpower provides a suite of digital software and analytics tools to maximize asset performance.